Conscience investing ‘does not hinder returns’
Investing with a conscience is fully compatible with generating attractive long term returns, according to Morgan Stanley Investment Management (MSIM).
Investors cool on China despite buoyant returns
The risk of a trade war between China and the US has fuelled investor uncertainty. One fund selector has dropped their only China equity focused fund while another portfolio manager has reduced his China allocation.
Alternatives | 13 Jun 18
Biotech innovation outpaces fund performance
The biotech sector is going through a renaissance as innovation takes off according to one successful fund manager, but data shows that performance over the last three years has been far less than stellar.
Investment | 6 Jun 18
China A-shares inclusion set to light ESG fuse
The opening of the China A-shares market to foreign investors provides a window for China-focused funds to push ESG criteria into greater prominence in the world’s second largest economy.
Finding value in EMD and alternative fixed income
To navigate the hazards of the bond markets, one fund manager looks to US and emerging market debt for value while a fund selector finds opportunity in alternative fixed income.